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Heartwood Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Heartwood Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$916K Buy
24,845
+3,436
+16% +$118K 0.07% 110
2026
Q1 		$663K Buy
21,409
+998
+5% +$31.8K 0.06% 115
2025
Q4 		$614K Buy
20,411
+156
+0.8% +$4.65K 0.06% 105
2025
Q3 		$600K Buy
20,255
+2,396
+13% +$69.7K 0.06% 107
2025
Q2 		$501K Buy
+17,859
New +$471K 0.05% 108

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heartwood Wealth Advisors's SCHM Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q2 2026, buying an estimated $118K and bringing the position to 24,845 shares worth $916K. The position accounts for 0.07% of the portfolio, ranked #110.

Heartwood Wealth Advisors first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Heartwood Wealth Advisors held 24,845 shares of Schwab US Mid-Cap ETF worth $916K as of Q2 2026.
  • Heartwood Wealth Advisors bought 3,436 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $118K.
  • Schwab US Mid-Cap ETF made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.